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XTRF Chat Documentation

Chat room types

Each project or quote will have two chat room types:

All project members chat room

This chat room is set up automatically when a project or a quote is created in XTRF. It includes all members of the project:

  • Project managers.

  • Project coordinator (if assigned to the project or task).

  • All vendor contact persons assigned to the jobs in the project.

3_-_Vendors.png

  • The All project members chat room is created for every project and cannot be deleted.

  • Vendor names in this chat room are anonymized by default, so vendors cannot see each other's real names. Managers can always see the vendors' real names.

  • If a job is not assigned to a specific vendor contact person, no representatives from this vendor will be invited to this chat room.

Individual chat rooms

These chat rooms are set up automatically when a new vendor contact person joins the project. The managers and the specific vendor contact can chat here in private.

Individual chat room members are:

  • project managers.

  • project coordinator (if assigned to the project).

  • one specific vendor contact person assigned to a job in the project.

3_-_Managers.png

  • Vendors cannot chat with each other individually. They can only communicate openly in the All project members chat room.

  • If a job is not assigned to a specific vendor contact person, an individual chat room won't be created.